AIM Investments Share Discussion Threads

[valhamos] 02/10/2012 13:22

Hi Saucepan

DSG - Yes I've been a holder for a while and I flagged it up here last week (post 13). CR briefly put it in the header, but it then got canned - I guess because it hasn't got the momentum CR is looking for :(

Based on the results and what the company is doing I am expecting renewed interest and the share price to resume it move upwards so I bought more last week.

[woodcutter] 02/10/2012 09:17

having had a quick scan through the list from digital look last night i'd have to say there's not that many i'd be interested in, surprisingly, i guess we all have our own investment criteria and horizons. Will have a close look at those that appeal over the coming days.

As has been noted by yourself CR it seems there's quite a lot of poor quality on the index, for want of a better way to describe it.

WC

[bigbigdave] 02/10/2012 07:42

AIM company AND announcing introduction of dividend today.

[cockneyrebel] 01/10/2012 18:30

I'll hold fire for a tad there Stegrego - it's moving down and way below the July high and on the 50 day, might be through the 100 day in the next day or three. Jog my memory next week.

CR

[stegrego] 01/10/2012 18:25

Silverdell SID
Industrial services
1.7%
Pe 8
Think it's above the average

[cockneyrebel] 01/10/2012 17:08

yep, cyclicals taking off strongly again today - goty to be able to live with more volatility in those tho, tho non-sets are far less volatile imo.

Will sort the charts later - screwe up taking a few of them out :-)

CR

[cockneyrebel] 01/10/2012 16:51

I would do Woodcutter but it's going to fail the chart test for being above the 100 day moving ave.

GDP fits the bill.

CR

[woodcutter] 01/10/2012 16:32

CR

try SGI stanley gibbons alternative investments--- stamps, coins, memorabilia
divi yld 2.8%
sp 212p
t/o £35.7m
eps 18.87p
divi 6p
peg 0.4
shares 25m+
4yrs continuous eps growth

good thread and good idea. Totally agree regarding india china etc waste of time imv.

WC

[badtime] 01/10/2012 09:04

thanks for post 69 CR

[cockneyrebel] 01/10/2012 08:22

Good buying in IND - 70p special div nnounced last week and strong trading.

Weekend press:

[steelwatch] 01/10/2012 08:22

RIG is dual listed on the channel Islands Stock Exchange. See Rule 26 and ISA and PEPS section:

[saucepan] 01/10/2012 07:46

Well, today Goldplat (GDP) joins the ranks of divi paying AIM stocks.

Stunning preliminary results in my view:

* Maiden dividend proposed of 0.6p per share totalling £1.01 million

* 52% increase in profit before tax to £5.24 million (2011: £3.43 million)

* 48% increase in operating profits to £4.53 million (2011: £3.05 million)

* 52% increase in net cash position of £4.57 million as at 30 June 2012 (2011: £3.01 million)

There is so much more that is impressive in the detail and augurs well for the future, but I will leave anyone sufficiently interested to look that up.


Outlook:

Goldplat is developing into a very exciting, robust gold company that is profitable, debt free and has a realistic growth trajectory which I believe will significantly enhance shareholder value. With revenue generated from three separate areas, I am confident that our growth will continue and we will build on our current value. If you evaluate us on a cash basis we are currently trading on a PE of approximately 6 which is a huge discount to our peers, and the payment of dividends distinguishes Goldplat further still from other companies in the junior mining sector. We have a strong asset base and are looking to reinforce our business through the enlargement of our gold recovery business and the Kilimapesa mine in Kenya, as well as by the definition of further ounces and the bringing into production of our extremely promising brownfield sites.

And a great chart to boot:

[stegrego] 30/9/2012 20:47

Almost all duel listed stocks are miners or oilers. I think that massively ups the risk criteria.

[cockneyrebel] 30/9/2012 20:18

The real criteria is that the stock has a yield. The reason I want AIM stocks with a yield is that it tends to highlight AIM stocks with greater reliability imo - with so much dross on AIM I want to be able to mafe a safer selection rather than get the yield for yield sake.

Yields of a certain percentage are fine as are PEGs but they are constantly moving targets that need to be tracked.

Im not sure a positive momentum, a PEG and a five year earnings growth constitutes a Zulu cfro, there's 10 criteria for a real zulu like 'something new' for a start.

A moving average at least tracks itself in a chart and I can visually see at an instant if one falls below so at least we can keep out those stocks that are under-performing.

If anyone knows of dual listings in any of the stocks where it can be ISA'd I'll add a qualifier to the stock in the heading.

I want to highlight potential high growth AIM stocks with a better than average safety level and want to do that in a way that doesn't make this thread become a full time job - I'm an investor/trader, not a premium data mining supplier :-) So if you do have a suggestion please think about the work and time consumption of a busy and often mentally knackered old scrote :-)

CR

[saucepan] 30/9/2012 19:41

nfs: I am not so sure it is an income based link, in that income is the main criterion for investment.

The payment of a dividend provides a margin of safety and reassurance for those who are also looking for capital growth: hence my interest in an up-trending chart.

I suppose there is a danger that this thread will be too many things to too many people, but it is good to have a reference point for dividend paying AIM companies as a basis for further research, whatever one's personal objectives.

[nfs] 30/9/2012 18:33

It's an income based link so why not 5 successive years of dividend growth?that should be the main kip and justify what we want?

[cfro] 30/9/2012 17:57

If you are going to start selecting shares with low PEGS and positive relative strength (Momentum) as a main critieria, then imo it might be worth forgetting about this new board and just sticking to the 'ZULU' bb.

All in my opinion.

[saucepan] 30/9/2012 17:44

Thanks for a great thread, CR. It has already given me some new investment ideas, a couple of which I have acted upon.

I agree that a low PEG, increasing eps year on year, and upward momentum in a long term chart are ideal additional criteria for filtering down.

The first two might be hard to manage for the thread, but as you say, just posting charts in the header where there is a clear uptrend will be very useful indeed.

I am sure that will be more than sufficient for anyone who then wants to do follow-up research and narrow things down even more finely.

Perhaps you could encourage posters to provide PEG and eps data where and when they can. If they do, that would be a bonus.

[badtime] 30/9/2012 17:36

Then the header should really reflect momentum AIM stocks that pay a div...if thats the priority.....just thoughts...its yur call...but i think u r right to have a stricter criteria

[cockneyrebel] 30/9/2012 17:26

A nimimum divi of 4% might just highlight stocks about to cut it or fall over imo badtime - I'd sooner catch stocks going in the right direction with some momentum really.

CR

[cockneyrebel] 30/9/2012 17:24

I think the new criteria will have to be trading above their 100 day moving average - that way we should be looking at stocks with good positive momentum imo.

Some in the header might have to go.

CR